Looking for Freelance Freelance Trader Templates to download? See the main templates that a Freelance Freelance Trader would use in their day-to-day work.
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Freelance Freelance Trader Templates
Contents
Freelance Freelance Trader Templates
There is a huge number of templates that someone in the Freelance Freelance Trader role uses in their daily work. In this article, we’ll outline the main templates they use.
Documents & Spreadsheets
These templates are some of the most commonly used templates by a Freelance Freelance Trader. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Trading Journal
2. Profit and Loss Statement
3. Balance Sheet
4. Cash Flow Statement
5. Investment Portfolio Tracker
6. Trade Confirmation
7. Risk Management Plan
8. Trading Strategy Template
9. Market Research Report
10. Tax Return Worksheet
Reports
Reports are often prepared by a Freelance Freelance Trader to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.
1. Profit and Loss Statement
2. Balance Sheet
3. Cash Flow Statement
4. Trading Journal
5. Portfolio Performance Report
6. Market Analysis Report
7. Risk Management Report
8. Tax Report
9. Client Account Statement
10. Investment Research Report
SOPs
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Freelance Freelance Trader does and how they do it.
1. Trading Strategy SOP
2. Risk Management SOP
3. Trade Execution SOP
4. Trade Monitoring SOP
5. Market Analysis SOP
6. Trade Settlement SOP
7. Compliance SOP
8. Trade Reporting SOP
9. Portfolio Management SOP
10. Performance Evaluation SOP
Presentations
Freelance Freelance Trader presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.
1. Monthly Performance Analysis
2. Market Trends and Insights
3. Investment Portfolio Review
4. Risk Assessment and Mitigation Strategies
5. Financial Forecast and Projections
Legal Docs
There are several key times when a Freelance Freelance Trader needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.
1. Non-Disclosure Agreement (NDA)
2. Service Agreement
3. Independent Contractor Agreement
4. Purchase Agreement
5. Confidentiality Agreement
Health & Safety Templates
Health & Safety templates for a Freelance Freelance Trader ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Risk Assessment Template
3. Emergency Evacuation Plan Template
4. Health and Safety Training Record Template
5. Workplace Inspection Checklist Template
Calendars
Setting up Freelance Freelance Trader calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Trading Calendar
2. Economic Events Calendar
3. Earnings Calendar
4. Market Holidays Calendar
5. Personal Task Calendar
Invoice Templates
Several types of Freelance Freelance Trader invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Sales Invoice
2. Purchase Invoice
3. Service Invoice
4. Expense Invoice
5. Commission Invoice
Survey Templates
For a Freelance Freelance Trader to get insights related to the work they do, they need to send out Freelance Freelance Trader surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Monthly Market Sentiment Survey
2. Investor Satisfaction Survey
3. Financial Risk Assessment Survey
4. Trading Platform User Experience Survey
5. Market Research and Analysis Survey
Meeting Agendas
Having premade Freelance Freelance Trader meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.
1. Monthly Performance Review Meeting
2. Investment Strategy Meeting
3. Risk Assessment Meeting
4. Market Analysis Meeting
5. Client Portfolio Review Meeting
Budget Templates
To manage finances well, a Freelance Freelance Trader would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Income and Expense Tracker
2. Monthly Budget Planner
3. Savings and Investment Tracker
4. Debt Repayment Plan
5. Financial Goals Tracker
Dashboards
Dashboards are a useful way for a Freelance Freelance Trader to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Profit and Loss Dashboard
2. Portfolio Performance Dashboard
3. Risk Management Dashboard
4. Market Analysis Dashboard
5. Trade Execution Dashboard
Proposal Templates
For bidding or requesting work, a Freelance Freelance Trader needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.
1. Monthly Investment Strategy Proposal
2. Risk Management Proposal
3. Portfolio Diversification Proposal
4. Market Analysis Proposal
5. Financial Forecasting Proposal
Get Your Template Made
We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Freelance Freelance Trader templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.
